Business Delivery Manager
April 2024
Purpose of the Role
The role will play a vital role in supporting, guiding and influencing the PMS and Sesame distribution teams and maximising the effectiveness of the distribution function.
Responsibilities:
- Develop an effective and productive working relationship with the Group Director – Mortgages and Protection, other members of the Executive team and the Senior Leadership team to ensure the effective operation and implementation of Distribution activities and strategy.
- Build and maintain knowledge and understanding of the overall business strategy to ensure links are clear in Distribution activities and facilitate connections across the functions.
- To represent the Distribution teams to be a voice for the Distribution business internally, representing Sesame and PMS customers in projects, working groups, committees and initiatives where appropriate.
- Work closely with the senior leaders within PMS and Sesame to co-ordinate communications and engagement across the function to ensure a joined-up approach.
- Design, organise and co-ordinate meetings for the Group Director – Mortgages and Protection, drive the agenda, produce minutes with PA, follow up on operational plans, ensuring they are aligned to strategic priorities and achieved in a timely manner.
- Identify and escalate potential risk and issues to the Group Director – Mortgages and Protection as appropriate and ensure effective resolution.
- Act as iCare risk nominee for Distribution focussed risks.
- Research and source external and internal information, interpreting data and presenting ideas for discussion with the Group Director – Mortgages and Protection.
- Proactively assisting the Group Director – Mortgages and Protection in all aspects of day to day business activities, to ensure compliance with Executive and governance responsibilities.
- Collection and collation of monthly departmental reports, to facilitate the Executive and Board reports within the required timeframe.
- Collation and creation of resource model and reporting for Distribution teams.
- Design, creation and maintenance of regular sales MI reporting for Distribution teams.
- Ensure Group Director – Mortgages and Protection adheres to the reporting schedule for the year ahead.
- To undertake ad hoc projects and duties as and when required, to support the needs of the business or to achieve departmental objectives.
Critical behaviours required
Competency | Level |
| Communication | B |
| Technical | B |
| Managing & Leading yourself & others | B |
| Developing yourself & Others | A |
| Service Excellence | B |
| Commercially Focussed | B |
| Embracing Change | B |
| Teamwork | B |
Personal profile
Qualifications required
Essential:
- Good basic standard of education.
Experience required
Essential:
- Good understanding of distribution business model in Financial Services.
- Experience of working closely with senior leadership.
- Comprehensive minute taking and action tracking.
Desirable:
- Experience of working on projects and managing change.
Our Expectations
Our Approach to Risk Management
- You will require an awareness of operational and regulatory risk, which may impact on SBG. You will be responsible for reporting to their line manager any risk which may impact on the business.
Three Lines of Defence Risk Management Model
- You will be required to deliver your role competently and comply with the relevant standards and procedures, ensuring that SBG deliver a service where suitable advice is given to the end consumer, which is adequately recorded and ultimately promotes good customer outcomes. This can either be through direct influence or in a support services capacity.
The Consumer Duty Principle
- You will be required to highlight to your line manager procedures and processes that may impact on SBG’s ability to deliver good outcomes for retail customers and/or may lead to foreseeable harm. Where possible and relevant to your department, put forward suggestions that could positively impact the outcomes achieved by retail customers.
Information Security
- You will need to be aware of all information security principles, policies and procedures and ensure these are followed on a day-to-day basis. You will be required to remain vigilant at all times and report any security concerns, suspicions and/or breaches in a timely manner.
SBG’s 6 Star Service Delivery
- You will need to demonstrate an understanding of what 6-star service delivery means in your role. This will be evidenced through your day-to-day behaviours and performance measured against your team’s 6-star service objectives.